Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q4 2024
Institutional positions in Intuit Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,066
- +135 vs. Q3 2024
- Shares held
- 234.8M
- +2.81M (+1.2%) vs. Q3 2024
- Total value
- $147.4B
- +$3.70B (+2.6%) vs. Q3 2024
- New holders
- 264
- 803 more added
- Sold out
- 129
- 719 more reduced
38 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BancorpSouth Bank | 2,553 | $1.60M | 0.11% | −20−0.8% | Reduced |
| HighVista Strategies LLC | 2,563 | $1.61M | 0.60% | −300−10.5% | Reduced |
| Choate Investment Advisors | 2,580 | $1.62M | 0.04% | +158+6.5% | Added |
| Circle Wealth Management, LLC | 2,586 | $1.63M | 0.03% | +267+11.5% | Added |
| Three Bridge Wealth Advisors, LLC | 2,592 | $1.63M | 0.57% | +1,131+77.4% | Added |
| J. Safra Sarasin Holding AG | 2,598 | $1.63M | 0.03% | −7,149−73.3% | Reduced |
| Silicon Valley Capital Partners | 2,607 | $1.64M | 0.18% | +4+0.2% | Added |
| Roberts Glore & Co Inc | 2,615 | $1.64M | 0.49% | −55−2.1% | Reduced |
| Elmwood Wealth Management, Inc. | 2,625 | $1.65M | 0.67% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 2,835 | $1.66M | 1.51% | +2,835 | New |
| RiverPark Advisors, LLC | 2,663 | $1.67M | 1.35% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 3,150 | $1.68M | 1.16% | +3,150 | New |
| New Millennium Group LLC | 2,675 | $1.68M | 0.98% | +2,065+338.5% | Added |
| Freestone Capital Holdings, LLC | 2,682 | $1.69M | 0.06% | +1,039+63.2% | Added |
| Quadrant Capital Group LLC | 2,701 | $1.70M | 0.12% | −84−3.0% | Reduced |
| Moloney Securities Asset Management, LLC | 2,717 | $1.71M | 0.23% | +20+0.7% | Added |
| Mutual Advisors, LLC | 2,813 | $1.71M | 0.05% | +123+4.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 2,720 | $1.71M | 0.02% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 2,748 | $1.73M | 1.18% | +49+1.8% | Added |
| Eads & Heald Wealth Management | 2,761 | $1.74M | 0.85% | +20+0.7% | Added |
| Modera Wealth Management, LLC | 2,765 | $1.74M | 0.02% | +71+2.6% | Added |
| Mattson Financial Services, LLC | 2,799 | $1.74M | 0.56% | +311+12.5% | Added |
| Cullinan Associates Inc | 2,770 | $1.74M | 0.11% | −1,940−41.2% | Reduced |
| Summit Global Investments | 2,773 | $1.74M | 0.11% | −677−19.6% | Reduced |
| Applied Finance Capital Management, LLC | 2,782 | $1.75M | 0.08% | +2,782 | New |
| Allen Investment Management LLC | 2,787 | $1.75M | 0.02% | +193+7.4% | Added |
| Cornerstone Planning, LLC | 2,796 | $1.76M | 0.67% | +2,796 | New |
| Cigna Investments Inc | 2,821 | $1.77M | 0.31% | −11−0.4% | Reduced |
| RFG Advisory, LLC | 2,824 | $1.77M | 0.05% | −325−10.3% | Reduced |
| Abacus Planning Group, Inc. | 2,830 | $1.78M | 0.31% | −14−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,834 | $1.78M | 0.10% | +329+13.1% | Added |
| Pinnacle Associates Ltd | 2,841 | $1.79M | 0.02% | +1,513+113.9% | Added |
| Allworth Financial LP | 2,927 | $1.79M | 0.01% | +50+1.7% | Added |
| Mesirow Financial Investment Management, Inc. | 2,874 | $1.81M | 0.04% | +1,391+93.8% | Added |
| Univest Financial Corp | 2,889 | $1.82M | 0.11% | +623+27.5% | Added |
| Glynn Capital Management LLC | 2,894 | $1.82M | 0.43% | 00.0% | Unchanged |
| GTS Securities LLC | 2,901 | $1.82M | 0.09% | −10,840−78.9% | Reduced |
| American Trust | 2,911 | $1.83M | 0.14% | +1,097+60.5% | Added |
| Diversify Advisory Services, LLC | 2,937 | $1.83M | 0.10% | −722−19.7% | Reduced |
| Grant Private Wealth Management Inc | 2,932 | $1.84M | 1.99% | +2,932 | New |
| Personal Cfo Solutions, LLC | 2,948 | $1.85M | 0.36% | +1,059+56.1% | Added |
| Nicholas Investment Partners, LP | 2,953 | $1.86M | 0.16% | −1,110−27.3% | Reduced |
| Integrated Wealth Concepts LLC | 2,964 | $1.86M | 0.02% | +1,113+60.1% | Added |
| First Citizens Bank & Trust Co | 3,000 | $1.89M | 0.03% | −75−2.4% | Reduced |
| Eqis Capital Management, Inc. | 3,004 | $1.89M | 0.16% | +73+2.5% | Added |
| HighPoint Advisor Group LLC | 3,253 | $1.91M | 0.10% | −839−20.5% | Reduced |
| CBOE Vest Financial, LLC | 3,033 | $1.91M | 0.03% | +676+28.7% | Added |
| PFG Advisors | 3,041 | $1.91M | 0.12% | −776−20.3% | Reduced |
| Savvy Advisors, Inc. | 3,041 | $1.91M | 0.23% | +1,685+124.3% | Added |
| Close Asset Management Ltd | 3,048 | $1.92M | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 3,051 | $1.92M | 0.08% | −31−1.0% | Reduced |
| Mather Group, LLC. | 3,056 | $1.92M | 0.02% | +216+7.6% | Added |
| Meeder Asset Management Inc | 3,058 | $1.92M | 0.13% | −203−6.2% | Reduced |
| Baader Bank INC | 3,060 | $1.92M | 0.18% | −2,674−46.6% | Reduced |
| Net Worth Advisory Group | 3,063 | $1.92M | 0.58% | −23−0.7% | Reduced |
| Signature Wealth Management Group | 3,063 | $1.93M | 0.77% | +184+6.4% | Added |
| Jacobson & Schmitt Advisors, LLC | 3,067 | $1.93M | 0.37% | −25−0.8% | Reduced |
| De Burlo Group Inc | 3,070 | $1.93M | 0.26% | −11,080−78.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,075 | $1.93M | 1.32% | +59+2.0% | Added |
| Boston Trust Walden Corp | 3,104 | $1.95M | 0.01% | +13+0.4% | Added |
| Novare Capital Management LLC | 3,115 | $1.96M | 0.16% | −40−1.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,147 | $1.98M | 0.13% | −3,423−52.1% | Reduced |
| RB Capital Management, LLC | 3,161 | $1.99M | 0.46% | −8−0.3% | Reduced |
| Two Sigma Securities, LLC | 3,173 | $1.99M | 0.36% | −6,254−66.3% | Reduced |
| Gladstone Institutional Advisory LLC | 3,177 | $2.00M | 0.09% | −75−2.3% | Reduced |
| Trust Asset Management LLC | 3,178 | $2.00M | 0.16% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.01M | 0.07% | +3,191 | New |
| Fifth Third Wealth Advisors LLC | 3,216 | $2.02M | 0.11% | +307+10.6% | Added |
| GM Advisory Group, Inc. | 3,231 | $2.03M | 0.11% | −46−1.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,240 | $2.04M | 0.21% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 3,261 | $2.05M | 0.47% | +78+2.5% | Added |
| Stiles Financial Services Inc | 3,274 | $2.06M | 0.75% | −28−0.8% | Reduced |
| NorthRock Partners, LLC | 3,293 | $2.07M | 0.07% | −358−9.8% | Reduced |
| Sabal Trust CO | 3,311 | $2.08M | 0.12% | +4+0.1% | Added |
| Valmark Advisers, Inc. | 3,329 | $2.09M | 0.03% | +1,499+81.9% | Added |
| Ellis Investment Partners, LLC | 3,334 | $2.10M | 0.41% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,342 | $2.10M | 0.09% | −1,662−33.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,348 | $2.10M | 0.07% | +1,220+57.3% | Added |
| Harbor Capital Advisors, Inc. | 3,353 | $2.11M | 0.09% | +76+2.3% | Added |
| Value Partners Investments Inc. | 3,363 | $2.11M | 1.19% | +59+1.8% | Added |
| GeoWealth Management, LLC | 3,390 | $2.13M | 0.07% | +180+5.6% | Added |
| Savant Capital, LLC | 3,394 | $2.13M | 0.02% | +401+13.4% | Added |
| Jacobi Capital Management LLC | 3,405 | $2.14M | 0.16% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 3,407 | $2.14M | 0.11% | +752+28.3% | Added |
| Naviter Wealth, LLC | 3,414 | $2.15M | 0.26% | +544+19.0% | Added |
| Darwin Advisors, LLC | 3,421 | $2.15M | 0.72% | −722−17.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,426 | $2.15M | 0.07% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 3,459 | $2.17M | 1.20% | −165−4.6% | Reduced |
| BKD Wealth Advisors, LLC | 3,460 | $2.17M | 0.05% | +39+1.1% | Added |
| Account Management LLC | 3,465 | $2.18M | 2.55% | 00.0% | Unchanged |
| Clean Yield Group | 3,469 | $2.18M | 0.69% | 00.0% | Unchanged |
| Cache Advisors, LLC | 3,493 | $2.20M | 0.92% | +3,493 | New |
| KP Management LLC | 3,500 | $2.20M | 0.77% | −1,250−26.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,500 | $2.20M | 0.27% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,511 | $2.21M | 0.81% | −1,088−23.7% | Reduced |
| Callan Family Office, LLC | 3,511 | $2.21M | 0.14% | +3,511 | New |
| Clearstead Advisors, LLC | 3,514 | $2.21M | 0.03% | +62+1.8% | Added |
| Landscape Capital Management, L.L.C. | 3,518 | $2.21M | 0.23% | −3,035−46.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,524 | $2.21M | 0.17% | −115−3.2% | Reduced |
| Berger Financial Group, Inc | 3,527 | $2.22M | 0.15% | −72−2.0% | Reduced |